Filed: 5/15/2025ACC: 0001104659-25-049578
📋 What this filing means
REDMILE GROUP, LLC filed this quarterly 13F‑HR report disclosing 56 equity positions with a total reported market value of $1.06B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$1.06B
Total AUM (reported)
144.62M
Total Shares
Allocation by class
COM$951.10M89.9%
SHS$64.56M6.1%
COM NEW$24.11M2.3%
SPONSORED ADS$6.65M0.6%
ADS$6.25M0.6%
COM CL A$5.33M0.5%
Portfolio Concentration
Top 3$352.20M33.3%
4–10$301.15M28.5%
11–25$275.14M26.0%
Rest$129.51M12.2%
Top 3 weight
33.3%
Top 10 weight
61.8%
Voting Authority Distribution
Total shares with voting rights: 144.62M
Sole
Full voting authority
144.62M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole56
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings56
Rows:
SCHOLAR ROCK HLDG CORP
SOLEShares4.40M
TypeSH
Market value$141.40M
13.37%
Sole
4.40M
Shared
0.00
None
0.00
KRYSTAL BIOTECH INC
SOLEShares737.67K
TypeSH
Market value$133.00M
12.57%
Sole
737.67K
Shared
0.00
None
0.00
AMICUS THERAPEUTICS INC
SOLEShares9.53M
TypeSH
Market value$77.79M
7.35%
Sole
9.53M
Shared
0.00
None
0.00
ZYMEWORKS INC
SOLEShares4.79M
TypeSH
Market value$57.04M
5.39%
Sole
4.79M
Shared
0.00
None
0.00
NURIX THERAPEUTICS INC
SOLEShares4.05M
TypeSH
Market value$48.14M
4.55%
Sole
4.05M
Shared
0.00
None
0.00
REPLIMUNE GROUP INC
SOLEShares4.90M
TypeSH
Market value$47.76M
4.51%
Sole
4.90M
Shared
0.00
None
0.00
LIVANOVA PLC
SOLEShares1.01M
TypeSH
Market value$39.84M
3.77%
Sole
1.01M
Shared
0.00
None
0.00
AKERO THERAPEUTICS INC
SOLEShares939.28K
TypeSH
Market value$38.02M
3.59%
Sole
939.28K
Shared
0.00
None
0.00
IMMUNOME INC
SOLEShares5.36M
TypeSH
Market value$36.08M
3.41%
Sole
5.36M
Shared
0.00
None
0.00
REGENXBIO INC
SOLEShares4.79M
TypeSH
Market value$34.28M
3.24%
Sole
4.79M
Shared
0.00
None
0.00
BEAM THERAPEUTICS INC
SOLEShares1.61M
TypeSH
Market value$31.45M
2.97%
Sole
1.61M
Shared
0.00
None
0.00
STOKE THERAPEUTICS INC
SOLEShares4.49M
TypeSH
Market value$29.83M
2.82%
Sole
4.49M
Shared
0.00
None
0.00
KYMERA THERAPEUTICS INC
SOLEShares983.41K
TypeSH
Market value$26.92M
2.54%
Sole
983.41K
Shared
0.00
None
0.00
ADC THERAPEUTICS SA
SOLEShares15.67M
TypeSH
Market value$22.09M
2.09%
Sole
15.67M
Shared
0.00
None
0.00
BIOHAVEN LTD
SOLEShares867.45K
TypeSH
Market value$20.85M
1.97%
Sole
867.45K
Shared
0.00
None
0.00
ABSCI CORPORATION
SOLEShares8.25M
TypeSH
Market value$20.72M
1.96%
Sole
8.25M
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares193.28K
TypeSH
Market value$19.50M
1.84%
Sole
193.28K
Shared
0.00
None
0.00
COGENT BIOSCIENCES INC
SOLEShares3.22M
TypeSH
Market value$19.26M
1.82%
Sole
3.22M
Shared
0.00
None
0.00
NEUROGENE INC
SOLEShares1.31M
TypeSH
Market value$15.32M
1.45%
Sole
1.31M
Shared
0.00
None
0.00
89BIO INC
SOLEShares1.89M
TypeSH
Market value$13.71M
1.30%
Sole
1.89M
Shared
0.00
None
0.00
ESTABLISHMENT LABS HLDGS INC
SOLEShares335.37K
TypeSH
Market value$13.68M
1.29%
Sole
335.37K
Shared
0.00
None
0.00
ANNEXON INC
SOLEShares6.30M
TypeSH
Market value$12.16M
1.15%
Sole
6.30M
Shared
0.00
None
0.00
CELLDEX THERAPEUTICS INC NEW
SOLEShares590.17K
TypeSH
Market value$10.71M
1.01%
Sole
590.17K
Shared
0.00
None
0.00
FATE THERAPEUTICS INC
SOLEShares12.87M
TypeSH
Market value$10.17M
0.96%
Sole
12.87M
Shared
0.00
None
0.00
IDEAYA BIOSCIENCES INC
SOLEShares534.60K
TypeSH
Market value$8.76M
0.83%
Sole
534.60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHOLAR ROCK HLDG CORPSOLE | COM | 4.40M | SH | $141.40M 13.37% | 4.40M | 0.00 | 0.00 |
KRYSTAL BIOTECH INCSOLE | COM | 737.67K | SH | $133.00M 12.57% | 737.67K | 0.00 | 0.00 |
AMICUS THERAPEUTICS INCSOLE | COM | 9.53M | SH | $77.79M 7.35% | 9.53M | 0.00 | 0.00 |
ZYMEWORKS INCSOLE | COM | 4.79M | SH | $57.04M 5.39% | 4.79M | 0.00 | 0.00 |
NURIX THERAPEUTICS INCSOLE | COM | 4.05M | SH | $48.14M 4.55% | 4.05M | 0.00 | 0.00 |
REPLIMUNE GROUP INCSOLE | COM | 4.90M | SH | $47.76M 4.51% | 4.90M | 0.00 | 0.00 |
LIVANOVA PLCSOLE | SHS | 1.01M | SH | $39.84M 3.77% | 1.01M | 0.00 | 0.00 |
AKERO THERAPEUTICS INCSOLE | COM | 939.28K | SH | $38.02M 3.59% | 939.28K | 0.00 | 0.00 |
IMMUNOME INCSOLE | COM | 5.36M | SH | $36.08M 3.41% | 5.36M | 0.00 | 0.00 |
REGENXBIO INCSOLE | COM | 4.79M | SH | $34.28M 3.24% | 4.79M | 0.00 | 0.00 |
BEAM THERAPEUTICS INCSOLE | COM | 1.61M | SH | $31.45M 2.97% | 1.61M | 0.00 | 0.00 |
STOKE THERAPEUTICS INCSOLE | COM | 4.49M | SH | $29.83M 2.82% | 4.49M | 0.00 | 0.00 |
KYMERA THERAPEUTICS INCSOLE | COM | 983.41K | SH | $26.92M 2.54% | 983.41K | 0.00 | 0.00 |
ADC THERAPEUTICS SASOLE | SHS | 15.67M | SH | $22.09M 2.09% | 15.67M | 0.00 | 0.00 |
BIOHAVEN LTDSOLE | COM | 867.45K | SH | $20.85M 1.97% | 867.45K | 0.00 | 0.00 |
ABSCI CORPORATIONSOLE | COM | 8.25M | SH | $20.72M 1.96% | 8.25M | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 193.28K | SH | $19.50M 1.84% | 193.28K | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COM | 3.22M | SH | $19.26M 1.82% | 3.22M | 0.00 | 0.00 |
NEUROGENE INCSOLE | COM | 1.31M | SH | $15.32M 1.45% | 1.31M | 0.00 | 0.00 |
89BIO INCSOLE | COM | 1.89M | SH | $13.71M 1.30% | 1.89M | 0.00 | 0.00 |
ESTABLISHMENT LABS HLDGS INCSOLE | COM | 335.37K | SH | $13.68M 1.29% | 335.37K | 0.00 | 0.00 |
ANNEXON INCSOLE | COM | 6.30M | SH | $12.16M 1.15% | 6.30M | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 590.17K | SH | $10.71M 1.01% | 590.17K | 0.00 | 0.00 |
FATE THERAPEUTICS INCSOLE | COM | 12.87M | SH | $10.17M 0.96% | 12.87M | 0.00 | 0.00 |
IDEAYA BIOSCIENCES INCSOLE | COM | 534.60K | SH | $8.76M 0.83% | 534.60K | 0.00 | 0.00 |
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